Retirement plan

THE DOREL JUVENILE GROUP, INC. THRIFT AND SAVINGS

Name: DOREL JUVENILE GROUP, INC. - THE DOREL JUVENILE GROUP, INC. THRIFT AND SAVINGS (2020) Form 5500
Creator: DOREL JUVENILE GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE DOREL JUVENILE GROUP, INC. THRIFT AND SAVINGS, DOREL JUVENILE GROUP, INC.

DOREL JUVENILE GROUP, INC.EIN 04-2836423Plan #012PY 2020

2525 STATE STREET - COLUMBUS, IN 47201812-372-0141

Other plans on this EIN

1 filing

#002Retirement-$36.8M assets

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$12.8M

+13.4% from 2019

Total participants

481

-10.8% from 2019

Average account balance

$26,626

+20.0% from 2019

Annual return

17.22%

-1.65 pp from 2019

Benchmarks

See 1,160 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,160 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$14.35M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$32K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

451

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

99.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.12M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.78%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$110

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 10 of 14 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.4 years Service code 49 · EIN 04-1590850	Other Services	$38,668
SAGEVIEW ADVISORY GROUP, LLC1 year Service code 27 · EIN 33-0818667	Advisory (Plan)	$6,693
AMERICAN CENTURY4 years Service code 52 · EIN 44-6006315	Indirect Investment Fees	$0
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210	Indirect Investment Fees	$0
GOLDMAN SACHS4 years Service code 52 · EIN 13-4166989	Indirect Investment Fees	$0
HARRIS4 years Service code 52 · EIN 52-2257782	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149	Indirect Investment Fees	$0
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862	Indirect Investment Fees	$0
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISORS, INC Service code 52 · EIN 47-2342699	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3D3H2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$45K

$107 / participant

Investment mgmt$35K77.1%
Contract admin$10K22.6%
Other / not subdivided$1500.3%

% of EOY assets

0.355%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BLUE & CO., LLC
Auditor EIN: 351178661
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,626

$85,135-68.7%

$98,920-73.1%

$73,412-63.7%

Participation rate

99.8%

81.1%+18.6pp

76.0%+23.7pp

72.2%+27.6pp

Annual return

17.22%

19.14%-1.9pp

196.47%-179.3pp

59.30%-42.1pp

Employer contribution / active EE

$1,162

$2,721-57.3%

$2,689-56.8%

$2,234-48.0%

Participant deferral / active EE

$1,180

$4,349-72.9%

$4,245-72.2%

$3,806-69.0%

Admin fee / account holder

$95

$139-32.1%

$6,643-98.6%

$158-40.1%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.4 years

Service code 49 · EIN 04-1590850

Other Services

$38,668

SAGEVIEW ADVISORY GROUP, LLC1 year

Service code 27 · EIN 33-0818667

Advisory (Plan)

$6,693

AMERICAN CENTURY4 years

Service code 52 · EIN 44-6006315

Indirect Investment Fees

AMERICAN FUNDS4 years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

FRANKLIN TEMPLETON4 years

Filed as: FRANKLINTEMPLETON

Service code 52 · EIN 59-6865210

Indirect Investment Fees

GOLDMAN SACHS4 years

Service code 52 · EIN 13-4166989

Indirect Investment Fees

HARRIS4 years

Service code 52 · EIN 52-2257782

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY4 years

Filed as: JP MORGAN

Service code 52 · EIN 33-1043149

Indirect Investment Fees

MFS INVESTMENT MANAGEMENT4 years

Service code 52 · EIN 04-3158862

Indirect Investment Fees

NEXTCAPITAL GROUP, INC.1 year

Filed as: NEXTCAPITAL ADVISORS, INC

Service code 52 · EIN 47-2342699

Indirect Investment Fees

THE DOREL JUVENILE GROUP, INC. THRIFT AND SAVINGS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE DOREL JUVENILE GROUP, INC. THRIFT AND SAVINGS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion